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Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB

112 hedge funds and large institutions have $865M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

22% more capital invested

Capital invested by funds: $712M → $865M (+$153M)

6% more funds holding

Funds holding: 106 → 112 (+6)

1.76% less ownership

Funds ownership: 78.53% → 76.77% (-1.8%)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.5%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
18
Increased
57
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$31.5M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$23.1M
3
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
+$12.6M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$9.53M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$5.4M
2
B
Bensler
Washington
-$1.03M
3
MA
MONECO Advisors
Connecticut
-$870K
4
MCC
Money Concepts Capital
Florida
-$766K
5
SIMC
Squire Investment Management Company
Utah
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$7.68M +$5.75M +113,928 +302%
STA
27
Smith Thornton Advisors
Alabama
$7.11M +$3.24M +64,311 +84%
PWMG
28
Pinnacle Wealth Management Group
Michigan
$7.04M +$193K +3,825 +3%
AWM
29
Avaii Wealth Management
Wisconsin
$6.55M +$6.52M +129,239 New
Osaic Holdings
30
Osaic Holdings
Arizona
$6.29M -$5.4M -107,055 -46%
MTWM
31
Masso Torrence Wealth Management
New Jersey
$6.15M +$845K +16,759 +16%
UBS Group
32
UBS Group
Switzerland
$5.99M +$348K +6,903 +6%
QWM
33
Quadcap Wealth Management
Texas
$5.47M +$381K +7,547 +8%
MCA
34
Midwest Capital Advisors
Michigan
$4.82M +$157K +3,107 +3%
CFD
35
Creative Financial Designs
Indiana
$4.53M +$49.8K +988 +1%
DC
36
Darrow Company
Massachusetts
$3.97M +$784K +15,543 +25%
Jane Street
37
Jane Street
New York
$3.65M +$2.63M +52,185 +262%
NFG
38
Nations Financial Group
Iowa
$3.49M +$588K +11,654 +20%
LWM
39
Lakeridge Wealth Management
Ohio
$3.15M +$3.14M +62,225 New
AWS
40
Atria Wealth Solutions
New York
$3.05M +$464K +9,206 +18%
Mariner
41
Mariner
Kansas
$2.93M -$484K -9,594 -14%
KWM
42
Kingsview Wealth Management
Oregon
$2.92M +$699K +13,852 +32%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.78M +$409K +8,116 +17%
SIC
44
Samalin Investment Counsel
New York
$2.64M -$116K -2,306 -4%
IWC
45
Integrated Wealth Concepts
Massachusetts
$2.6M +$297K +5,885 +13%
MFG
46
Merit Financial Group
Georgia
$2.53M -$234K -4,642 -8%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.44M +$2.21M +43,729 +1,001%
AI
48
Atria Investments
North Carolina
$2.12M -$393K -7,791 -16%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.09M +$839K +16,633 +68%
AAS
50
Ameritas Advisory Services
Nebraska
$1.91M +$42.7K +846 +2%
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USTB Hedge Fund Activity: Q1 2025 in Review

112 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) for Q1 2025, worth a combined $865M — up 22% from $712M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USTB positions and 10 closed out — a net gain of 8 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $31.5M. The largest seller was Osaic Holdings, cutting an estimated $5.4M.

  • 112 institutional investors held Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) as of Q1 2025, up from 106 in Q4 2024.
  • Funds reported $865M of Victory Portfolios II VictoryShares Short-Term Bond ETF stock for Q1 2025, up 22% quarter-over-quarter.
  • 18 funds opened new Victory Portfolios II VictoryShares Short-Term Bond ETF positions in Q1 2025 and 10 closed out, a net change of +8 holders.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF buyer in Q1 2025 was Amplius Wealth Advisors, an estimated $31.5M added.
  • The largest Victory Portfolios II VictoryShares Short-Term Bond ETF seller in Q1 2025 was Osaic Holdings, an estimated $5.4M sold.

Based on aggregated 13F filings for Q1 2025.